iShares MSCI World Inf.Techn.S.ESG U.E./  IE00BJ5JNY98  /

Fonds
NAV5/28/2024 Chg.+0.1816 Type of yield Investment Focus Investment company
13.0451USD +1.41% paying dividend Equity Worldwide BlackRock AM (IE) 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - - - - - - - - - 5.34 4.13 -
2020 3.34 -7.36 -9.27 13.55 7.69 7.24 5.84 10.14 -4.11 -5.16 12.56 5.71 +43.69%
2021 -0.56 1.20 0.74 5.46 -0.99 6.77 3.55 3.85 -5.72 7.51 2.62 2.59 +29.69%
2022 -8.49 -4.68 2.65 -13.00 -0.66 -10.44 11.72 -6.98 -12.47 7.29 8.48 -7.95 -32.45%
2023 11.18 -0.88 10.37 -0.64 9.75 5.29 3.58 -0.32 -6.83 -0.71 14.32 4.73 +59.71%
2024 5.31 7.40 2.43 -7.63 10.92 - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.16% 17.84% 17.44% 23.30% -%
Sharpe ratio 2.57 2.96 2.17 0.53 -
Best month +10.92% +14.32% +14.32% +14.32% +14.32%
Worst month -7.63% -7.63% -7.63% -13.00% -13.00%
Maximum loss -10.65% -10.65% -11.16% -39.08% -
Outperformance +6.74% - +1.09% - -
 
All quotes in USD

Performance

YTD  
+18.70%
6 Months  
+24.88%
1 Year  
+41.41%
3 Years  
+56.89%
5 Years     -
10 Years     -
Since start  
+166.94%
Year
2023  
+59.71%
2022
  -32.45%
2021  
+29.69%
2020  
+43.69%
 

Dividends

12/14/2023 0.02 USD
6/15/2023 0.03 USD
12/15/2022 0.03 USD
6/16/2022 0.03 USD
12/16/2021 0.02 USD
6/17/2021 0.02 USD
12/10/2020 0.02 USD
6/11/2020 0.03 USD
12/12/2019 0.01 USD